Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q4 2023
Institutional positions in Phillips 66 as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,793
- +157 vs. Q3 2023
- Shares held
- 328.4M
- +8.69M (+2.7%) vs. Q3 2023
- Total value
- $43.7B
- +$5.33B (+13.9%) vs. Q3 2023
- New holders
- 259
- 568 more added
- Sold out
- 102
- 679 more reduced
28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 190 | $25.3K | 0.00% | +40+26.7% | Added |
| Coston, McIsaac & Partners | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $26.6K | 0.02% | +200 | New |
| Tortoise Investment Management, LLC | 201 | $26.8K | 0.00% | −14−6.5% | Reduced |
| Main Street Group, LTD | 208 | $27.7K | 0.01% | +208 | New |
| Glass Jacobson Investment Advisors llc | 211 | $28.1K | 0.01% | +1+0.5% | Added |
| Founders Capital Management | 215 | $28.6K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 218 | $29.0K | 0.01% | −1−0.5% | Reduced |
| Raleigh Capital Management Inc. | 222 | $29.5K | 0.01% | +51+29.8% | Added |
| TSFG, LLC | 225 | $30.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 230 | $30.6K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 235 | $31.3K | 0.01% | +235 | New |
| Atlantic Trust, LLC | 250 | $33.3K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 250 | $33.3K | 0.02% | +100+66.7% | Added |
| Signature Resources Capital Management, LLC | 250 | $33.3K | 0.03% | +250 | New |
| AXS Investments LLC | 256 | $34.1K | 0.01% | +1+0.4% | Added |
| CNB Bank | 257 | $34.2K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 259 | $34.5K | 0.00% | +2+0.8% | Added |
| Beacon Capital Management, LLC | 290 | $34.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 263 | $35.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 263 | $35.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 268 | $35.7K | 0.03% | +268 | New |
| Gladius Capital Management LP | 274 | $36.5K | 0.02% | +274 | New |
| Brown, Lisle/Cummings, Inc. | 275 | $36.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $36.6K | 0.02% | +91+49.5% | Added |
| Hoese & Co LLP | 302 | $38.9K | 0.04% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 378 | $39.3K | 0.01% | +323+587.3% | Added |
| Pacifica Partners Inc. | 309 | $39.5K | 0.02% | −15−4.6% | Reduced |
| Rocky Mountain Advisers, LLC | 299 | $39.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $40.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 302 | $40.2K | 0.01% | −4−1.3% | Reduced |
| Private Wealth Management Group, LLC | 305 | $40.6K | 0.02% | +305 | New |
| New England Capital Financial Advisors LLC | 315 | $41.9K | 0.03% | +2+0.6% | Added |
| Private Ocean, LLC | 315 | $41.9K | 0.00% | −150−32.3% | Reduced |
| Arlington Partners LLC | 316 | $42.1K | 0.01% | −1,260−79.9% | Reduced |
| Tradewinds Capital Management, LLC | 318 | $42.4K | 0.02% | +2+0.6% | Added |
| Team Financial Group, LLC | 329 | $43.8K | 0.03% | +3+0.9% | Added |
| First Personal Financial Services | 339 | $45.1K | 0.01% | −399−54.1% | Reduced |
| Arlington Trust Co LLC | 348 | $46.3K | 0.01% | −1,228−77.9% | Reduced |
| Rogco, LP | 350 | $46.6K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 355 | $47.3K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $47.9K | 0.02% | +360 | New |
| Manchester Capital Management LLC | 362 | $48.2K | 0.01% | −1,055−74.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 363 | $48.3K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 383 | $51.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $51.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 389 | $51.8K | 0.01% | +13+3.5% | Added |
| Sofos Investments, Inc. | 400 | $53.3K | 0.01% | −3,971−90.8% | Reduced |
| Mendota Financial Group, LLC | 415 | $55.3K | 0.04% | −225−35.2% | Reduced |
| Livelsberger Financial Advisory | 426 | $56.7K | 0.05% | +426 | New |
| DB Wealth Management Group, LLC | 435 | $57.9K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 445 | $59.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 461 | $61.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 476 | $63.4K | 0.03% | +131+38.0% | Added |
| Key Financial Inc | 495 | $65.9K | 0.02% | −22−4.3% | Reduced |
| Acima Private Wealth, LLC | 500 | $66.6K | 0.03% | −2,000−80.0% | Reduced |
| Core Wealth Advisors, Inc. | 500 | $66.6K | 0.02% | +500 | New |
| Sound Income Strategies, LLC | 506 | $67.4K | 0.01% | +310+158.2% | Added |
| Eagle Bay Advisors LLC | 509 | $67.7K | 0.04% | −809−61.4% | Reduced |
| Kelly Financial Services LLC | 520 | $69.2K | 0.03% | +123+31.0% | Added |
| Plato Investment Management Ltd | 521 | $69.4K | 0.09% | +521 | New |
| Archer Investment Corp | 521 | $69.4K | 0.02% | +10+2.0% | Added |
| FSC Wealth Advisors, LLC | 522 | $69.5K | 0.05% | +323+162.3% | Added |
| Tower View Investment Management & Research LLC | 528 | $70.0K | 0.04% | +4+0.8% | Added |
| Front Row Advisors LLC | 535 | $71.2K | 0.03% | −1,444−73.0% | Reduced |
| DecisionPoint Financial, LLC | 538 | $71.6K | 0.03% | +38+7.6% | Added |
| Spotlight Asset Group, Inc. | 605 | $72.7K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 554 | $74.0K | 0.00% | −80−12.6% | Reduced |
| Salomon & Ludwin, LLC | 623 | $74.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 573 | $76.3K | 0.01% | +573 | New |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $76.4K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 584 | $77.8K | 0.06% | +5+0.9% | Added |
| Lee Financial Co | 592 | $78.8K | 0.01% | +27+4.8% | Added |
| Partnership Wealth Management, LLC | 550 | $79.4K | 0.06% | +550 | New |
| BOK Financial Private Wealth, Inc. | 598 | $79.6K | 0.01% | +57+10.5% | Added |
| Legend Financial Advisors, Inc. | 601 | $80.0K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 601 | $80.0K | 0.01% | +601 | New |
| PFS Partners, LLC | 602 | $80.2K | 0.05% | +600+30,000.0% | Added |
| SRS Capital Advisors, Inc. | 604 | $80.4K | 0.01% | +1+0.2% | Added |
| Basso Capital Management, L.P. | 612 | $81.5K | 0.08% | −2,000−76.6% | Reduced |
| Prestige Wealth Management Group LLC | 614 | $81.7K | 0.02% | −29−4.5% | Reduced |
| Tyler-Stone Wealth Management | 632 | $84.2K | 0.04% | +94+17.5% | Added |
| Duncker Streett & Co Inc | 656 | $87.3K | 0.02% | −28−4.1% | Reduced |
| Pin Oak Investment Advisors Inc | 669 | $89.0K | 0.09% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 675 | $89.9K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 677 | $90.1K | 0.06% | +4+0.6% | Added |
| RFP Financial Group LLC | 678 | $90.3K | 0.04% | +12+1.8% | Added |
| Toth Financial Advisory Corp | 682 | $90.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 683 | $90.9K | 0.01% | +39+6.1% | Added |
| Concord Wealth Partners | 689 | $91.7K | 0.02% | −34−4.7% | Reduced |
| Rockbridge Investment Management, LCC | 690 | $91.9K | 0.01% | +690 | New |
| Qube Research & Technologies Ltd | 691 | $92.0K | 0.00% | −518,586−99.9% | Reduced |
| Avion Wealth | 694 | $92.0K | 0.03% | −288−29.3% | Reduced |
| Piscataqua Savings Bank | 711 | $94.7K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 717 | $95.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 722 | $96.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 724 | $96.3K | 0.02% | −22,914−96.9% | Reduced |